Unclaimed
Douglas Vangilder is a financial advisor at LPL Financial LLC. Douglas is a Registered Representative and Investment Advisor Representative. Douglas has been in the financial industry since 2000 and has extensive experience in the securities industry. Douglas has been a registered advisor for over 20 years and has been affiliated with LPL Financial LLC since 2011. Douglas has his Series 7, 63 and 65 licenses. Douglas has expertise in a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
04/30/2013 - Present
LPL Financial LLC (BROKEN ARROW OK)
OK
09/19/2008 - 07/01/2010
LEGEND EQUITIES CORPORATION (TULSA OK)
OK
08/24/1998 - 09/23/2008
INVESTMENT CENTERS OF AMERICA, INC. (TULSA OK)
IA
Issued 03/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Vangilder is the right advisor for you? Invested Better is here to help.